DFX Intelligence
RIA Intelligence
Advisor moves
Departures from United Capital Financial Advisors
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cynthia Lee Schwert | United Capital Financial Advisors other | Cetera Investment Advisers LLC BD affiliated | Other | Dec 7, 2006 | Mar 21, 2024 (6314 d) |
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421 moves match.